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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- SignalHarbor pathway +more
- Established Date
- 05-23-2008
- Office Locations
- 2
Office Locations
About Great Point Wealth Advisors, LLC
Great Point Wealth Advisors is a Boston-based RIA providing comprehensive planning and portfolio management, including tax planning, risk/insurance consulting, retirement income and financial independence planning, and coordinated work with clients’ CPAs/attorneys. The firm serves busy individuals and families from emerging to generational wealth nationwide, with added support for intergenerational and philanthropic transfer planning. Client assets are custodied primarily at Schwab and Fidelity and portfolios are implemented largely with ETFs and mutual funds.
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Owner & Executives
PETER VINCENT DISCH JR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4552960
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRANDON P PARKER
Wealth Advisor
- CRD
- #6940508
MATTHEW DOUGLAS SCHROEDER
Wealth Advisor
- CRD
- #3260388
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $701,307,485 | $576,733 |
| Non-Discretionary | $24,461,000 | $12,230,500 |
| Total | $725,768,485 | $595,869 |
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Separately Managed Accounts
Total SMA Asset: $722,814,930
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $165,622,622 | 21.5% |
| Equity - Exchange | $177,177,689 | 23.0% |
| Cash | $271,158,898 | 35.2% |
| Other | $156,378,570 | 20.3% |
| Total | $770,337,779 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT OAK | CREST VERTEX | WPG14ANV6 | FVJ | 8.23% | $100,560,205 |
| FRONTIER BRIDGE | TIMBER FRONTIER | 94U522625 | JIDW | 0.64% | $13,213,716 |
| VALUE GLACIER | FRONTIER VECTOR | 90VSK5U5T | VILV | 6.60% | $56,537,605 |
| RADIAL PATHWAY | CREST FUSION | HTFFAK9G2 | IKXJ | 4.42% | $48,660,771 |
| ELEMENT BEACON | CAPITAL CATALYST | 1GMRK1A8V | JAW | 12.56% | $33,830,550 |
| FOUNDATION PEAK | HARBOR FOUNDATION | EC8N4Q1HY | COZZ | 7.39% | $34,705,911 |
| DELTA PEAK | EAGLE HORIZON | ZY6GUKDS4 | KIAT | 5.07% | $84,369,295 |
| TIMBER INSIGHT | OAK VECTOR | I08WYSLU5 | KXIN | 9.04% | $61,117,213 |